CRD: 285693
Stonebridge Wealth Management LLC
$283.3M Total AUM
$283.3M Disc. AUM
15.0% 3Y CAGR
4 Employees
288 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-2016
- Office Locations
- 1
Office Locations
1010 Jorie Blvd Suite 144 OAK Brook IL
About Stonebridge Wealth Management LLC
Stonebridge Wealth Management (Oak Brook, IL) provides comprehensive wealth management for a select group of pre-retirees and retirees, centered on customized retirement income planning. Services include investment management, tax distribution strategies, risk management, and legacy planning; portfolios are primarily ETF-based and custodied with Charles Schwab.
Team overview
45 AVG AGE
$94.4M AVG AUM / ADVISOR
$983.6K AVG AUM / CLIENT
9.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
WILLIAM ROBERT LAIPPLE
Managing Member
- CRD
- #4312533
- Ownership
- 50% but less than 75%
Available
Available
Available
CHRISTOPHER MICHAEL PLAHM
managing partner
- CRD
- #4172886
- Ownership
- 50% but less than 75%
Available
Available
Available
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Bryan M Petry
--
- CRD
- #4622182
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,279,167 | $278,818 |
| Non-Discretionary | $0 | -- |
| Total | $283,279,167 | $278,818 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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